LRI Investments’s Financial Select Sector SPDR Fund XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$914K Sell
2025
Q1
$937K Buy
2024
Q4
$844K Hold
2024
Q3
$867K Buy
2024
Q2
$97.2K Hold
2024
Q1
$99.6K Buy